-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gregg Evangelist (CRD# 4631722) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenlawn, NY and has over 21 years of experience in the finance industry.
Kerri Chiodo (CRD# 2103578) is an Investment Advisor Representative working at Elevation Wealth Partners LLC in Greenlawn, NY and has over 30 years of experience in the finance industry.
Ellen Houston (CRD# 5816921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenlawn, NY and has over 13 years of experience in the finance industry.
Christopher Kaiser (CRD# 6848218) is an Investment Advisor Representative working at Edward Jones in Greenlawn, NY and has over 2 years of experience in the finance industry.
Robert Madden (CRD# 2866559) is an Investment Advisor Representative working at Edward Jones in Greenlawn, NY and has over 26 years of experience in the finance industry.
Eric Bloom (CRD# 2708116) is an Investment Advisor Representative working at Park Avenue Securities LLC in Rye Brook, NY and has over 25 years of experience in the finance industry. Eric Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
In addition, Eric has the RICP, CLU, and ChFC professional designations.
Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.
As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practioner, Adam works primarily with, professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop personalized strategies to accumulate, protect, and distribute their retirement savings and wealth.
Prior to Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community...
Grace Toh (CRD# 1483428) is an Investment Advisor Representative working at Abbington Investment Group, LLC and has over 30 years of experience in the finance industry. Grace Toh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Oreste Abbamonte (CRD# 4896689) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Meadow, NY and has over 19 years of experience in the finance industry.